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Calix shares owned by Portside Wealth Group

Quarter-by-quarter ownership of Calix (CALX) shares owned by Portside Wealth Group from 13F filings

Historical chart of Portside Wealth Group investment in Calix

Tip: Access up to 7 years of quarterly data

All positions including Calix held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Calix by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $229k 6.9k 33.16
2023-12-31 $287k 6.6k 43.69
2023-09-30 $296k 6.5k 45.22
2023-06-30 $257k 5.1k 49.91

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Top funds holding Calix

Vanguard Group
Alliancebernstein
Wellington Management Company
Dimensional Fund Advisors
TD Asset Management
Gilder, Gagnon, Howe & Co
Bank of New York Mellon
Artisan Partners Limited Partnership
Congress Asset Management
William Blair Investment Management
Kornitzer Capital Management
Westfield Capital Management Company
Assenagon Asset Management
Norges Bank Investment Management
Polar Securities

View all funds holding Calix